company
Wealth.com
AI-powered estate and tax planning platform for financial advisors, with Ester AI for plan summarization and visualization.
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About
Wealth.com builds estate and tax planning software for financial advisors. Customers range from RIAs and broker dealers to private banks and trust companies. The platform generates wills, trusts, and powers of attorney, runs scenario modeling, and includes Ester, an AI tool that extracts and analyzes existing estate plans.
$65M Series B backed by Google Ventures, Citi, and Charles Schwab. Combined AUM of advisors using the platform exceeds $15 trillion.
Team mixes attorneys, financial advisors, AI researchers, and engineers. Offices in Tempe, AZ and New York.